Celenian Capital, LLC

Fee-Only (% of Portfolio)

Celenian Capital provides investment advice to pooled investment vehicles (the Market Neutral Fund) and separately managed accounts. For separately managed accounts, Celenian tailors its services to the client's individual needs and may allow restrictions on certain investments. Celenian also provides a model portfolio to a financial firm in South Korea. Celenian seeks long-term capital appreciation regardless of market conditions.

Assets Under Management$4.6M
Clients2
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$4.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

In addition to the asset-based fee, Celenian receives a performance fee of 20% of the profits generated. Fees may be negotiable in limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm